Phoenix Group Holdings (PHNX)

Sector:

Insurance

Index:

FTSE 100

574.50p
   
  • Change Today:
    -1.50p
  • 52 Week High: 587.00
  • 52 Week Low: 476.00
  • Currency: UK Pounds
  • Shares Issued: 1,003.15m
  • Volume: 5,588,490
  • Market Cap: £5,763m
  • Beta: 0.00

PHNX Overview

The purpose of FTSE250 Phoenix Group is to decommission closed life funds 'safely, innovatively and profitably' – improving returns for customers and delivering value for its shareholders. A fund is defined as ‘closed’ if no new policies are being sold. The group has £68.5bn of assets under management and serves more that six million policy holders. It has two core segments: life assurance (Phoenix Life) and asset management (Ignis Asset Management), which together employ around 1,200 people across the UK and Channel Islands.

1 Day Chart (27-03-2025)

1 Day Chart

6 Month Chart

6 Month Chart

Financials

Latest F'cast
Div Yield 9.4% 0.0%
Div Cover 0.8 1.1
Op Mrgn -15.9% 13.1%
ROCE n/a  
Latest F'cast
P/E 12.7 9.3
PEG 0.3 0.5
Pr/Revenue 1.1 0.8
Pr/Book 2.6  
Latest F'cast
Revenue 5.7% 30.2%
PBT n/a n/a
EPS 40.1% 29.5%
DPS 2.6% 3.2%

PHNX Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Dec-20 4,706.00 1,270.00 91.80p 7.6 0.0 +955% 47.50p 6.8%
31-Dec-21 7,455.00 (430.00) 79.20p 8.2 n/a -14% 48.90p 7.5%
31-Dec-22 5,142.00 (4,089.00) 24.70p 24.6 n/a -69% 50.80p 8.3%
31-Dec-23 4,861.00 262.00 32.40p 16.5 0.5 +31% 52.65p 9.8%
31-Dec-24 5,139.00 (1,107.00) 45.40p 11.2 0.3 +40% 54.00p 10.6%

a. Based on UK GAAP presentation of accounts - includes discontinued activities

PHNX Forecasts

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Dec-25 6,692.00 878.72 58.79p 9.8 0.3 +30% 55.75p 0.0%
31-Dec-26 3,609.00 996.75 67.44p 8.5 0.6 +15% 57.38p 0.0%

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PHNX Company Announcements

Director/PDMR Shareholding 26-Mar-2025 15:46 RNS
Director/PDMR Shareholding 24-Mar-2025 17:43 RNS
Director/PDMR Shareholding 21-Mar-2025 11:56 RNS

Latest PHNX Director Deals

Traded Action Notifier PriceAmountValue
18-Mar-25 Sell Andrew Briggs 581.53p 151,586 £881,522.62
18-Mar-25 Exercise of option Andrew Briggs 0.000p 319,953 £0.00
05-Mar-25 Transfer From Andrew Briggs 0.000p 10 £0.00

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: Above ratios are on a 'per annum' basis, adjusted for corporate actions and based on the fundamentals of the primary listed security.

Note 3: Under IFRS, all figures are based on 'Continuing' operations unless otherwise stated.

Note 4: In the case of dual listed securities, broker recommendations and forecasts relate to the primary listing.

Note 5: Forecast figures based on normalised accounts.

 

PHNX Market Data

Currency UK Pounds
Share Price 574.50p
Change Today -1.50p
% Change -0.26 %
52 Week High 587.00
52 Week Low 476.00
Volume 5,588,490
Shares Issued 1,003.15m
Market Cap £5,763m
Beta 0.00

PHNX Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
37.63% above the market average37.63% above the market average37.63% above the market average37.63% above the market average37.63% above the market average
14.29% below the sector average14.29% below the sector average14.29% below the sector average14.29% below the sector average14.29% below the sector average
Price Trend Not Available
Income
94.04% above the market average94.04% above the market average94.04% above the market average94.04% above the market average94.04% above the market average
100.00% above the sector average100.00% above the sector average100.00% above the sector average100.00% above the sector average100.00% above the sector average
Growth
11.57% below the market average11.57% below the market average11.57% below the market average11.57% below the market average11.57% below the market average
14.29% above the sector average14.29% above the sector average14.29% above the sector average14.29% above the sector average14.29% above the sector average

What The Brokers Say

Strong Buy 3
Buy 4
Neutral 5
Sell 3
Strong Sell 0
Total 15
neutral
Broker recommendations should not be taken as investment advice, and are provided by the authorised brokers listed on this page.

PHNX Dividends

  Latest Previous
  Final Interim
Ex-Div 03-Apr-25 03-Oct-24
Paid 21-May-25 31-Oct-24
Amount 27.35p 26.65p

Trades for 27-Mar-2025

Time Volume / Share Price
17:08 5,666 @ 574.50p
17:08 5,639 @ 574.50p
16:10 1 @ 575.00p
16:07 0 @ 575.00p
16:07 1 @ 575.00p

PHNX Key Personnel

Chair Nicholas Lyons

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